Dashboards

A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or visual-force pages. It is used to provide a graphical view of the data in your reports.

Features

Some of the features of  a dashboard are:

• You can add Components quickly by dropping them onto any column or data source.

• You can add the desired data source that you want with Quick Find and Filters. Also, you can drop a source onto an existing component or any column.

• You can organize your dashboard by making all the modifications from a single pane. It allows you to reorder components, re-size columns, edit or remove components and sources, edit headers, titles, and footers.

• You can add a filter to let viewers choose which data to display on your dashboard. With dashboard filters, you can use a single dashboard with one set of source reports to serve a wide audience.

• The dashboard's running user is clearly indicated on the page.  

  Note:

  Click the drop-down menu to change the running user or make it dynamic based on who is logged in.

• It supports automatic refresh and e-mail. The refresh and e-mail can also be scheduled at intervals.

• It displays data as per the last time report was run.

Types of dashboards

The table given below describes the five different types of Dashboards:

Creating a new dashboard

To navigate to Dashboard, do the following:

1. Click (App Launcher).

2. In the Search apps and items box, search for Dashboards, and click it:

   Dashboards

   

To create a dashboard, do the following:

1. Click Dashboards.

2. Click New Dashboard.

3. Enter a Name.

4. Select the required folder by clicking Select Folder.

5. Click Create.

6. Click Component.

7. Select any Report and then click Select. For Example, you can select Aging Report in the All Reports section and then click Select.

8. Select any chart under Display As.

   For example, you can select the Donut chart from Components.

9. Click Add.

Filters

You can also add Filters to your dashboard if required. Following are the steps to add filters:

1. Click Add filter.

2. Enter the Field.

3. Enter the Display Label.

4. Click Add Filter Value.

   Note:

   You can add more than 1 Filter Value for the field, Filter Values.

5. Click Add.